In Miami you can now hail a cab with nobody behind the wheel at all. Tesla has switched on its robotaxi service in yet another American metropolis — the company announced it on the service's official social media account. But for Musk this is far more than a new dot on the map. It is a test of his biggest bet: Tesla wants less and less to be just an electric-car maker, and more and more to sell investors the image of an AI company.
The cars run on a proprietary version of Tesla's self-driving software. The service already launched in Austin back in June, and the company later announced plans for Dallas and Houston. Now it is Miami's turn — a city with heavy traffic, a flood of tourists and enormous demand for rides. In other words, a place with ideal commercial logic for a robotaxi.
Except the market is no longer empty. Alphabet is aggressively expanding driverless rides through Waymo, Amazon is pushing its own Zoox — and for Tesla every new city becomes a race not only of technology, but of trust. And frankly, riders do not care about presentations. They care about simple things: will the car drive predictably, how much does a trip cost, who takes the blame when something fails, and how safe is any of this in real traffic.
Back in May, Musk promised that fully self-driving cars without human safety monitors would spread much wider across the US in the second half of the year. And that is the crucial line. As long as a monitor sits in the cabin or the zones stay tightly restricted, the robotaxi looks like a pilot project — nothing more. But the moment Tesla drops the safety net and starts scaling, the question leaps straight from technological to regulatory and insurance-related.
And the timing could hardly be better for Tesla. Just a day earlier the company reported record deliveries for the second quarter — beating Wall Street expectations, with a rebound in European demand doing the heavy lifting. But selling cars and running robotaxis are two very different stories. Here Tesla is trying to prove the one thing that matters: that its cars can keep earning after the sale, instead of just gathering dust in the owner's garage.